Waypoint Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$36,722,001
Clients
60
Advisors
2
across 2 offices
About
Waypoint Financial, LLC serves individuals (including high-net-worth clients), small businesses, and 401(k) plans, providing investment management, comprehensive financial planning, and fee-based fundamental research. The firm manages tailored portfolios and planning engagements for a small client base (roughly 60 clients) with about $37 million in discretionary assets under management.
The firm primarily employs passive investment management, constructing portfolios from index mutual funds and exchange-traded funds guided by client-specific investment policy statements and tax considerations. Alongside its passive implementation, Waypoint produces fundamental research and provides that research on a non-discretionary, fee basis, and integrates portfolio decisions with broader financial planning work.
Notably, Waypoint offers participant education for 401(k) plans and related workshops, an offering that is uncommon among similarly sized advisors. The firm’s combination of paid standalone fundamental research, both fixed-fee and hourly planning options, and a small two-advisor team managing individualized relationships distinguishes it from many peers.
Client services
Expertise
Fee options
Financial Planning fixed fees ranging from $2,400 to $12,000; Fundamental Research fixed fees $1,000 to $2,000 per stock/sector per month
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.60% $5,000,001+: 0.50%
Financial Planning hourly rate of $500 per hour, negotiable
Minimum fee: Minimum annual fee of $6,000 for Comprehensive Financial Advisory Services, negotiable and pro-rated Fee-only: Financial Planning fixed fee ranging from $2,400 to $12,000, negotiable; Financial Planning hourly fee of $500/hour, negotiable; Fundamental Research fixed fee $1,000 - $2,000 per stock/sector per month, charged quarterly in arrears
Main office
See officeDublin PA
Advisors at this office
1
Most active in
Connecticut · New Jersey · Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
William A
CFP®, Series 66
Dublin, PA
Waypoint Financial, LLC
William Aquila is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Waypoint Financial, LLC since 2016. He holds the Series 66 designation and operates out of Dublin, PA. Waypoint Financial, LLC provides investment management, comprehensive financial planning, and fee-based fundamental research to individuals, small businesses, and 401(k) plans. The firm emphasizes passive investment strategies using index funds and ETFs, tailored portfolio management, and offers participant education for 401(k) plans along with related workshops.
Lukasz T
CFP®, CFA®
Weston, CT
Waypoint Financial, LLC
Lukasz Thieme is a CFA® charterholder with three years of industry experience. He is currently with Waypoint Financial, LLC and has previously worked at Fanton Hill Capital Management, LLC and Iridian Asset Management, LLC. Waypoint Financial, LLC offers investment management, comprehensive financial planning, and standalone fundamental research to individuals, small businesses, and retirement plans. The firm emphasizes passive investment management using diversified, low-cost index funds and ETFs, while also providing non-discretionary fundamental research and 401(k) participant education.
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